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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,127 | $102,422-76.4% | $147,117-83.6% | $80,959-70.2% |
| Participation rate | 29.0% | 75.9%-46.8pp | 82.2%-53.2pp | 67.7%-38.6pp |
| Annual return | 4.49% | 135.16%-130.7pp | 420.54%-416.0pp | 35.67%-31.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $622 | $6,652-90.6% | $8,065-92.3% | $4,300-85.5% |
| Admin fee / account holder | $29,719 | $7,953+273.7% | $12,993+128.7% | $6,925+329.1% |